Sena Marie Mortensen

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 05/2022 → 05/2023
  Princeton One
  Hillsbourgh, NJ
• 11/2021 → 05/2022
  Bayard Advertising
  New York, NY
• 07/2016 → 11/2021
  Robert Half
  Indianapolis, IN
• 06/2023 → 03/2025
  Keller Williams
  Indianapolis, IN
• 04/2025 → Present
  Nottingham Realty Group, Llc
  Indianapolis, IN

Other Businesses

Beauty Consultant with Mary Kay. One hour per month. This is a passive outside activity that I do not plan to allocate more than 5 hours a year to. I can host makeup parties and people can purchase from my website. Indiana Chapter of American Payroll. Marketing Officer, 2 hours per month. (End date of 2024 and 2026 were incorrect. Adding OBA back in). Nottingham Realty Group. Referral Status Agent. 1 Hour per month. (End date of 2025 is incorrect. Adding OBA back in). Executor for Mother's Estate, Karlyn Strach. (OBA was never added.) Dergalis Associates member of their DBA. Perdue Club/Perdue Alumni Association Scholarship Chair.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-19

Other Names

• Sena Mortensen